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[Stock ideas]: Detailed snapshot of Steel wires sector

Hello Sir,Hope you are doing well.Steel wires manufacturing is an interesting space. In fact, steel wires play a critical role in the overall construction space.For instance, LRPC strand or HT Strands is short for Low Relaxation Pre-Stressed Concrete Steel Strands which are used in pre-stressing of concrete for different kind of construction works.We also have few listed companies manufacturing steel wires: DP Wires, Usha Martin, etc.To understand what are LRPC strands, their different types and usage, refer the table below: Before that, some…

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Investment tip and [Stock idea] – Apex Frozen…notes from Q3 FY 23 con call

Hello Sir,Hope you are doing well.Here’s an investment tip for you – It’s a good time to look at stocks where currently there’s demand pressure and the stocks have corrected sharply, but the company has already expanded capacity and no major CAPEX is lined up for the next few years.Remember, this investing tip is for those with investment horizon of 3-4 years or more.Coming back to the subject of this mail, today, we would like to bring to your notice Apex Frozen…

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[Stock idea] – Krsnaa Diagnostics…notes from Q3 FY 23 con call

Hello Sir,Hope you are doing well.Private diagnostic players minted great sums of money during the covid-19 scare. However, there’s one listed company which follows a slightly different business model than others in the diagnostics space. The company is Krsnaa Diagnostics and is one of the largest players operating on the PPP (Public Private Partnership) model.We decided to dig deeper into the company to understand the business model better.Below, we have shared details from the Q3 FY 23 con-call of the company: Before that, some good news for medium-long…

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[Stock idea] – Shakti Pumps…notes from Q3 FY 23 con-call

Hello Sir,Hope you are doing well.Shakti Pumps is one of the largest players supplying Solar Pumps under the KUSUM scheme and expects strong growth going ahead.Like all the other stocks, this one too is going through a phase of correction and is down 50% from the peak. We decided to dig deeper into the company.Below, we have shared notes from the Q3 FY 23 con-call transcript of the company: Before that, some good news for medium-long term investorsIndividual investor participation in shares dropped to 34 months…

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